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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1376
Ballentine Partners
Massachusetts
$292K -$282K -4,104 -50%
BOPW
1377
Brandywine Oak Private Wealth
Pennsylvania
$292K – – –
NF
1378
Norwood Financial
Pennsylvania
$292K – – –
SIM
1379
Stratos Investment Management
Ohio
$290K -$9.75K -142 -3%
RRA
1380
Round Rock Advisors
Connecticut
$289K -$22.3K -325 -7%
1SB
1381
1ST Source Bank
Indiana
$289K – – –
TCA
1382
Transcend Capital Advisors
New Jersey
$288K +$19K +276 +7%
AFP
1383
Ausdal Financial Partners
Iowa
$288K +$412 +6 +0.1%
TPWA
1384
TRUE Private Wealth Advisors
Oregon
$286K -$137 -2 -0%
GFG
1385
Goldstone Financial Group
Illinois
$286K +$25K +364 +10%
BFA
1386
Bill Few Associates
Pennsylvania
$286K – – –
EE
1387
EWG Elevate
California
$284K -$32.1K -467 -10%
PIM
1388
Penobscot Investment Management
Massachusetts
$284K – – –
SSC
1389
Syverson Strege & Co
Iowa
$284K -$549 -8 -0.2%
AWM
1390
Aviso Wealth Management
Washington
$284K +$278K +4,043 New
CBB
1391
Citizens Business Bank
California
$283K -$206 -3 -0.1%
SIG
1392
Sargent Investment Group
Maryland
$282K +$8.24K +120 +3%
RRCM
1393
Rappaport Reiches Capital Management
Illinois
$282K +$276K +4,017 New
FA
1394
Fagan Associates
New York
$281K – – –
KFP
1395
KMG Fiduciary Partners
Ohio
$280K -$34.3K -500 -11%
O3W
1396
Omni 360 Wealth
New Jersey
$279K +$274K +3,986 New
WF
1397
Wayfinding Financial
Washington
$279K +$8.24K +120 +3%
AWM
1398
Altus Wealth Management
Kentucky
$279K – – –
LCM
1399
LCM Capital Management
Illinois
$277K -$5.01K -73 -2%
RA
1400
Rise Advisors
New York
$277K +$33.4K +487 +14%
54 55
56
57 58